+18.9%
IWM vs MELI
-24.4%
+43.3%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +0.8% |
| 7D | +1.0% | +4.0% | -3.0% | +0.4% |
| 30D | +0.2% | -6.5% | +6.7% | +1.1% |
| 3M | -5.6% | -7.9% | +2.3% | -4.8% |
| 6M | +2.7% | -4.1% | +6.8% | +2.5% |
| YTD | +16.2% | -13.6% | +29.8% | +17.1% |
| 1Y | +18.9% | -24.5% | +43.5% | +24.7% |
| All | +18.9% | -24.4% | +43.3% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MELI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling